Haystack Financial Planning
12yrs
12 years in the industry
Haystack Financial Planning
Location not listed. Legal name: Haystack Consulting, LLC
About the firm
A registered investment advisory firm. It manages about $11.1 million for roughly 12 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$832,738
Assets under management ?$11.1 million
Individual clients12
Median years of experience12
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at Haystack Financial Planning
1Advisors
12Median years of experience
1States with offices
–Offices
Also known as
Haystack Consulting, LLC
About Haystack Financial Planning
How do I contact Haystack Financial Planning?
Call the main office at (917) 409-7878. The main office is at , .
How is Haystack Financial Planning paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Haystack Financial Planning offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at Haystack Financial Planning?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.